Plan Ledger DOL Form 5500 · updated monthly

Lbe Holdings, LLC401(k)

CAPSTONE RESTAURANT GROUP 401(K) PLAN · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
1.74%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Lbe Holdings, LLC reported $47,961 in plan administrative expenses for 2024: 1.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 1.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Colorado (1,209th of 1,461), and 1,252nd of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$2,793,113
Participants with balances488
Active participants456
Employer contributions$0
Employee contributions$431,325
Employer contribution per active participant$0
Average account balance$5,724
Benefits paid to participants$652,244
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.8M · 488 accts
2023$2.7M · 502 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,606
Investment management$18,355
Total administrative$47,961
The Lbe Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Lbe Holdings, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$18,268

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$47,961 · 1.74%
2023$49,101 · 1.80%
Same employer
Similar plansAccommodation & Food Services · Colorado
Nor-Mar, Inc. CO$3.1M · 0.90%
St. Julien Hotel and Spa CO$2.9M · 0.07%
Illegal Pete's, LLC CO$2.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461545205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.